Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 30th, 2016
Second Circuit Affirms Fiduciary Liability for Poor Diversification
A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. Read more >
People Value Early Financial Advice
Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.
Read more >
Certain Elements Important to Financial Wellness Programs
An analysis by Fidelity found financial wellness topics and needs important to certain groups of individuals. Read more >
Webcast Replay: The Science of Satisfaction
Replay our most recent adviser-focused webcast to learn the reason why engagement is everything to plan sponsors; talking points to showcase your impact on plan health; and simple-but-powerful engagement strategies used by top advisers. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from PRUDENTIAL
Expanding The Case For Stable Value White Paper
New insights into what drives decision-makers to embrace stable value funds. Read more >
2017 Award Nominations Are Open
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >
NAIFA Argues Fiduciary Rule May Limit Access to Retirement Advice
Nearly a quarter of advisers surveyed said the rule may cause them to lose all lower- and middle-income clients. Read more >
Taking Advantage of Employer Benefits May Boost Financial Wellness
A study found that employees enrolled in more than three non-medical benefits are most likely to say they feel very secure in their lives, very confident in covering unexpected expenses, and very satisfied with their jobs. Read more >
Investment Products and Service Launches
Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more. Read more >
PCS Reveals ‘Advisor Lab’ Toolkit
The new program from PCS enhances advisers’ ability to establish and demonstrate compliance with the DOL’s fiduciary rule reform. Read more >
Securian Adds SmartDollar to Retirement Plan Education Platform
The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement plan. Read more >
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